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Our Firm

Asset Management Group, Inc., established in 1983, is a growing, dynamic, privately held company with a well-established customer base. We build long-term relationships with clients and provide them with financial advice and counseling. We are proactive in bringing information and advice to our clients and strive to provide service that exceeds our clients' expectations.

We offer people a full range of financial products and services. Our associates believe that tax planning, retirement planning, and estate conservation strategies should be a top priority for individuals and families of all ages and income ranges.

Because many people regard financial planning as complex and confusing, they often miss out on many potentially rewarding financial opportunities. They also take unnecessary risks and fail to adequately protect their assets.

That's where Asset Management Group can help. Our goal is to take the mystery out of investing, managing risk, preparing for retirement, and preserving your wealth. By helping you acquire the information and strategies you need to pursue your financial objectives, we hope to establish long and trusted relationships with our clients.

Here are some of our offerings:

  • Financial Planning
  • Estate Planning
  • College Planning and Funding
  • Life Insurance
  • Disability Insurance
  • Portfolio Management
  • 401(k) & Profit Sharing Plans
  • SEP-IRA, Roth and Education IRAs
  • Retirement Planning
  • Long Term Care Insurance
  • Medicare Supplement Insurance
  • Group & Individual Health Insurance
  • Group & Individual Dental, Life & Long Term Disability Plans